Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
May 14, 2019
Lots of room for secular growth in e-payments. Globally, many payments are still in cash and cheque, so more people will move to debit and credit. As e-commerce starts to grow, Visa will benefit. A fine long-term hold. Visa bought Visa Europe a few years ago to expand their geographic reach.
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Visa Inc. (V-N)
May 14, 2019
Lots of room for secular growth in e-payments. Globally, many payments are still in cash and cheque, so more people will move to debit and credit. As e-commerce starts to grow, Visa will benefit. A fine long-term hold. Visa bought Visa Europe a few years ago to expand their geographic reach.
DON'T BUY
DON'T BUY
May 14, 2019

The biggest overang are regulatory concerns and privacy issues. FB is trying to address these issues pro-actively with some investments. She prefers Google in the online ad space.

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Facebook (FB-Q)
May 14, 2019

The biggest overang are regulatory concerns and privacy issues. FB is trying to address these issues pro-actively with some investments. She prefers Google in the online ad space.

BUY
BUY
May 14, 2019
She likes it. Dividend is under 6% and it will continue to grow. They bought Spectra to expand their presence to America and into natural gas, but they took on debt. So they issued various equity and sold non-core assets and streamlined their corporate structure. Their line 3 was approved last year, but has since been delayed to end-2020. This would double their capacity in western Canada. Their debt and balance sheet are much better now.
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Enbridge (ENB-T)
May 14, 2019
She likes it. Dividend is under 6% and it will continue to grow. They bought Spectra to expand their presence to America and into natural gas, but they took on debt. So they issued various equity and sold non-core assets and streamlined their corporate structure. Their line 3 was approved last year, but has since been delayed to end-2020. This would double their capacity in western Canada. Their debt and balance sheet are much better now.
COMMENT
COMMENT
May 14, 2019
Will it ever stock split? She can't comment on that, but splitting would make this stock more affordable for retailer investors.
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Will it ever stock split? She can't comment on that, but splitting would make this stock more affordable for retailer investors.
BUY
BUY
May 14, 2019

vs. the Canadian banks It's not an either-or question. You can buy both. The new CEO has done a very good job to put aside the legacy businesses that are a drag. They have high-growth insurance business in Asia. MFC has lagged SLF the past few years in terms of stock price, but MFC's earnings should outpace SLF's. Also, MFC is closer to book value than SLF. It pays a good dividend. The banks are attractively priced too.

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vs. the Canadian banks It's not an either-or question. You can buy both. The new CEO has done a very good job to put aside the legacy businesses that are a drag. They have high-growth insurance business in Asia. MFC has lagged SLF the past few years in terms of stock price, but MFC's earnings should outpace SLF's. Also, MFC is closer to book value than SLF. It pays a good dividend. The banks are attractively priced too.

BUY
BUY
May 14, 2019
They recently bought back 5-8% of shares outstanding. It's a good income stock at a 5.9% dividend. PWF's performance depends on its subsidiaries, though it trades at an historially wide 19% discount to those subs. Maybe the subs have better growth. It's a safe defensive stock.
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They recently bought back 5-8% of shares outstanding. It's a good income stock at a 5.9% dividend. PWF's performance depends on its subsidiaries, though it trades at an historially wide 19% discount to those subs. Maybe the subs have better growth. It's a safe defensive stock.
BUY WEAKNESS
BUY WEAKNESS
May 14, 2019
Buy on a pullback, not now. Their pharma division is doing very well with products in the pipeline and wide margins. A strong balance sheet. Their dividend is almost 3% with a long history of increasing. A diversified, global name. This is quite defensive and good to hold in a weak economy. Lawsuits remain an overhang; JNJ has likely put aside some contingency money for these suits.
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Buy on a pullback, not now. Their pharma division is doing very well with products in the pipeline and wide margins. A strong balance sheet. Their dividend is almost 3% with a long history of increasing. A diversified, global name. This is quite defensive and good to hold in a weak economy. Lawsuits remain an overhang; JNJ has likely put aside some contingency money for these suits.